Walter Keenan Wealth Management fees
Financial planner in South Bend, Indiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Walter Keenan Wealth Management (South Bend, IN) charges $350 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change.
- Hourly rate
- $350/hr
Above the Indiana median of $250; 77% of the 65 other planners in Indiana that publish an hourly rate charge less. The one other planner in South Bend charges less.
“Also, we will charge at the rate of $350 per hour for clients who do not want to have us manage their portfolios but would rather have us consult with them from time to time about their holdings and the current state of the financial markets.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFA
- Team size
- 7 employees
- Registered since
- 1984 (42 years)
How Walter Keenan Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This fee is negotiable and based on the extent of services required.”
- “The fee is set at the outset of the engagement and is payable monthly in arrears.”
- “Generally, we will bill our fees on a monthly basis in arrears.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 144
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $983 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 27, 2026
- CRD number
- 104838 (opens in new tab)
- Phone
- (574) 287-5977
Registered or notice filed in 6 states: Florida, Georgia, Indiana, Michigan, New York, Texas
Other planners in South Bend that publish fees
- Creative Financial Planning Advisors, Inc.South BendHourly $300/hr
- Kingdom FinancialSouth BendFlat $4,000-$7,000, Quarterly $1,250-$5,000/qtr
More planners in Indiana that publish fees
- Meridian Investment Advisors, Inc.IndianapolisHourly $175-$250/hr, Flat $500-$2,000
- Next Adventure Financial LLCLafayetteHourly $300/hr, Flat $500-$10,000
- Winthrop Capital ManagementCarmelHourly $150-$500/hr, Flat $500-$35,000
- Santiago.lifeFishersFlat $5,000, Monthly $750/mo
- Marian Investor Coaching, Inc.GreenwoodHourly $150/hr, Flat $250-$500
- Human Capital Wealth ManagementFishersHourly $250/hr, Monthly $250-$625/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.